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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
476
Cozad Asset Management
Illinois
$755K +$3.82K +11 +0.5%
GPA
477
Garrison Point Advisors
California
$753K +$3.47K +10 +0.5%
FPS
478
Fieldpoint Private Securities
Connecticut
$747K – – –
VWA
479
Visionary Wealth Advisors
Illinois
$743K +$743K +2,141 New
KWA
480
Kellett Wealth Advisors
Ohio
$735K -$1.8M -5,176 -71%
DWM
481
Doyle Wealth Management
Florida
$728K +$86.7K +250 +14%
AIS
482
American Investment Services
Massachusetts
$727K +$2.77K +8 +0.4%
FA
483
Fagan Associates
New York
$725K -$6.94K -20 -0.9%
WFS
484
Widmann Financial Services
Maryland
$718K +$7.98K +23 +1%
MOS
485
MGO One Seven
Ohio
$715K +$11.4K +33 +2%
DY
486
Dowling & Yahnke
California
$712K -$24.3K -70 -3%
SL
487
Stevard LLC
Illinois
$711K – – –
BFIC
488
Bedell Frazier Investment Counselling
California
$708K -$71.1K -205 -9%
JIC
489
Joel Isaacson & Co
New York
$705K -$1.39M -3,999 -66%
PGFC
490
Peapack-Gladstone Financial Corp
New Jersey
$704K – – –
EWM
491
Evercore Wealth Management
New York
$703K +$24.3K +70 +4%
EWM
492
Empirical Wealth Management
Washington
$701K -$3.47K -10 -0.5%
CIA
493
Capital Investment Advisors
Georgia
$697K +$125K +359 +22%
5L
494
55I LLC
Massachusetts
$696K +$346K +996 +99%
FFC
495
First Financial Corp
Indiana
$688K – – –
TNA
496
True North Advisors
Texas
$687K +$2.77K +8 +0.4%
SWA
497
Strategies Wealth Advisors
Michigan
$684K -$4.51K -13 -0.7%
CA
498
Claro Advisors
Massachusetts
$677K – – –
MCM
499
Moore Capital Management
New York
$676K +$676K +1,950 New
UBV
500
United Bank (Virginia)
Virginia
$674K – – –
18 19
20
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